ServicesWho We ServeApproachEngagementsClient Login Request a consultation

Service · Demand

Compliant search ads that convert.

Paid search for regulated financial brands. Disclosure-vetted creative and fair-balance copy that wins high-intent clicks without overpromising or putting your registration at risk.

What is paid search for financial services?

Paid search for financial services is running search ads, such as Google Ads, for a regulated firm, with creative, claims, and landing pages built to fair-balance and disclosure rules, so you capture high-intent demand without misleading copy or compliance risk.

Often paired with Paid social, Landing page CRO and Conversion tracking. We run it for RIAs & wealth and mortgage & lending.

The compliance angle

Your marketing is regulated. We treat it that way.

SEC Marketing Rule
Performance, testimonials, and comparisons are framed within Rule 206(4)-1.
Rule 206(4)-1
FINRA 2210
Communications with the public stay balanced, substantiated, and fair, with no misleading claims.
Comms with the public
Claims substantiation
Every stat, figure, and superlative is documented and archived before it goes live.
Documented
Recordkeeping
Approved assets and version history, archived and retrievable on request.
Exam-ready

How the engagement works

A repeatable system, not a one-off project, built so compliance is part of the brief and never bolted on at the end.

01 · Audit

Scan & opportunity map

We map where you stand, what is winnable, and which existing assets carry compliance risk.

02 · Strategy

Prioritized plan

A roadmap aligned to AUM, capital, or member growth, scoped to your registrations.

03 · Produce

Compliant execution

Work drafted to your rule map with disclosures built in, then routed for compliance sign-off.

04 · Measure

Results & pipeline

A monthly scorecard tying the work to qualified pipeline your CFO can read.

Common questions

Questions compliance officers ask first

Yes, when built correctly. We handle platform financial-products certification and write fair-balanced, substantiated copy with disclosures, so ads clear both the network and your compliance team.

We lead with benefits we can substantiate, avoid performance and guarantee language, and carry required disclosures onto the landing page where there is room to do it properly.

Your compliance team or counsel. We deliver copy already built to your rule map so review is fast and approvals stick.

Want to know what is winnable?

Get a free marketing audit: where you stand today, what is winnable, and what to fix first.